Ability to edit in card view
Patrick Szydlik
Card view is great when visually displaying what is in the record. I have an app where Each record has one file. I need to delete records efficiently. So I created an option in status called delete. I also created a toggle with the yes/no and the title being delete.
I would like to scroll through the records (About 26,000 of them) and just press a button, then filter by one of those options and bulk delete.
Currently if you click anywhere on a card view it opens the record. Then I have to go to the 3 dots and delete the record. Those additional steps at scale are not very efficient.
Being able to check the records even like in grid view to bulk update would be a beneficial short term compromise. But overall the ability to update fields that display in card view would be cool.
Travel That Delights
Being able to directly edit just the fields selected to display on a card view without opening the record would be very useful for us as well and make viewing and editing specific areas of record data much more efficient.
Jon Darbyshire
Hiya Patrick Szydlik, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you envision the bulk delete function working in card view?
- Are there any other actions, besides deletion, that you would like to perform in bulk in card view?
- Would you find it useful to have a confirmation step before bulk deletion to prevent accidental data loss?
Patrick Szydlik
Jon Darbyshire This will be done very frequently, especially at scale.
We will be getting hundreds then thousands of new files per week.
A lot of those files go into 1 record, so say 30-60 files per record.
We then have an automation that goes through make and splits up those files and creates a record with each individual file being its own.
Our team then goes through all of those and deletes that is not usable.
My thought originally would be just to goggle a yes / no button and then I could bulk delete from grid view with filters with needed, but neither option is really present.
In grid view we can't effectively view the upload field so that has to be done in card view
Our team will also have to categorize, rate and select other fields individual to that specific file and having that ability in card view would be beneficial.
The undo feature would be beneficial, but have a bulk undelete option in the recycling bin would also be something to consider because currently each record in the recycling bin has to be restored individually.
The confirmation on bulk delete could be useful, the time it takes to click the button doesn't have a significant impact at scale.
Patrick Szydlik
Jon Darbyshire
The most efficient way I found of doing it so far is with a touch screen and hand positioning
Ohh and also down the road it will def be important to be able to paste values into a linked record field.
I would like to be able to take a title of a media task record. scroll through media and paste the value in without opening and saving the record.
That would allow me to create automations to append media and have it show up in the task on the other end automatically.
These capabilities also relate to the submission of smartsuite as a DAM. Which based on the industry competition SS could excel in both price and value